Sales Hub Tools

RobertT
Member

Workflow: Update custom meeting type

How can I update a custom meeting type when a meeting is created? 

I have a custom meeting type of Demo. I want a workflow to update this field when a meeting is created in HS via Outlook and the meeting name contains the word Demo. I cannot find a way to access this field to create the workflow trigger.

10 Replies 10
KBos3
Participant

Workflow: Update custom meeting type

I need this too - what's the status?

0 Upvotes
MiaSrebrnjak
Community Manager
Community Manager

Workflow: Update custom meeting type

Hi @KBos3,

 

this is currently not supported. As my colleague mentioned below, it would be great if you can upvote and comment on this Idea to bring this feature request to the attention of our product teams. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. Thank you!

 

Cheers
Mia, Community Team


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FourthBrain
Participant

Workflow: Update custom meeting type

We've been upvoting on this idea since 2017!

0 Upvotes
JMercer
Participant

Workflow: Update custom meeting type

Great suggestion @RobertT  - we are also looking for this feature any update @JessicaH ? Thanks

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Workflow: Update custom meeting type

Hi @JMercer 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot, I'd recommend upvoting and commenting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you

Best

Tiphaine


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0 Upvotes
JRiffice
Member

Workflow: Update custom meeting type

RobertT,

 

You can't currently set an "Activity" property value in workflows..but it would be under "call and meeting type"

elizabeth2
Participant

Workflow: Update custom meeting type

Hi,

 

I'd like to be able to set meeting type based on a contact field (ex. if contact type is partner, set the meeting type to Partner, if contact type is Media, set meeting type to Media etc). This way I can disclude non-sales meetings from reporting.

 

jjokinen
Contributor

Workflow: Update custom meeting type

Hi,

 

I'd be interested in hearing if you find a solution for this. Been having a similar issue.

 

Joel

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Workflow: Update custom meeting type

Hi @RobertT,

 

Thanks for reaching out.

I want to tag in some thought leaders to see if they can assist with this.

Hi @willsmith @Crystal_Hopper @warrendavey, would you be able to assist with this?

 

Thanks!

Jess 


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0 Upvotes
elizabeth2
Participant

Workflow: Update custom meeting type

Any updates on this?